Net Worth  
Determining your net worth will give you an accurate picture of your financial situation. One important tool is a balance sheet, which summarizes your assets and liabilities and reveals your net worth. This calculator was designed to help you get a handle on your current financial situation.
     

Assets:
(In the spaces below, write down the present value for the items you own.)

Home

$

Furnishings

$

Automobiles

$

Jewelry and other valuables

$

Investments (stocks, bonds, CDs, real estate)

$

Bank account balances

$


Liabilities:
(Write down the amount you still owe on loans and other debts.)

Mortgage balance

$

Automobile loans

$

Bank loans

$

Personal loans

$

Credit card balances

$

Other debts

$
 
   
   
Keyes & Shipps Financial Group
Jeffrey Keyes, CLU, ChFC
Cell: (315) 345-9262
Email: jkeyes@keyesshippsfg.com

Lawrence Shipps, CLU, ChFC
Cell: (315) 415-6691
Email: lshipps@keyesshippsfg.com

Leslie Shipps, CLU, CLTC
Cell: (315) 382-5375
Email: lbshipps@keyesshippsfg.com

Syracuse Office:
6390 Fly Road
East Syracuse, NY 13057

Fax: (315) 463-8219

Directions to our Syracuse Office

Lake Placid Office:
2038 Saranac Avenue
Lake Placid, NY 14946

Fax: (518) 523-8105

Directions to our Lake Placid Office

New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities.

Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor.

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